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Caterpillar
CAT

Overview Fund Activity

2,267 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
36.28%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
166
Increased
863
Reduced
861
Closed
119
Calls
$2.16B
Puts
$2.63B
Net Calls
-$471M
Net Calls Change
+$1.24B

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$332M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$234M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$172M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$155M
5
Renaissance Technologies
Renaissance Technologies
New York
+$154M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$827M
2
Citadel Advisors
Citadel Advisors
Florida
-$447M
3
Barclays
Barclays
United Kingdom
-$295M
4
BlackRock
BlackRock
New York
-$277M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1401
Waycross Partners
Kentucky
$618K – – –
KP
1402
Keel Point
Alabama
$618K -$32.5K -142 -5%
BAM
1403
Blueshift Asset Management
New Jersey
$616K +$616K +2,694 New
LAM
1404
Lakewood Asset Management
Illinois
$615K -$3.89K -17 -0.6%
MA
1405
MONECO Advisors
Connecticut
$614K -$20.4K -89 -3%
AP
1406
Appleton Partners
Massachusetts
$614K +$183K +800 +42%
YIH
1407
Y-Intercept (HK)
Hong Kong
$614K +$614K +2,683 New
AI
1408
AXS Investments
New York
$612K -$19.5K -85 -3%
MMM
1409
Mendel Money Management
Illinois
$611K +$8.01K +35 +1%
MBTD
1410
Mechanics Bank - Trust Department
California
$610K -$16K -70 -3%
RWMG
1411
Redwood Wealth Management Group
New Jersey
$609K +$16K +70 +3%
KFS
1412
Kaizen Financial Strategies
California
$607K -$42.8K -187 -7%
AA
1413
Ancora Advisors
Ohio
$606K -$23.6K -103 -4%
NG
1414
Northstar Group
New York
$606K – – –
IB
1415
Intrust Bank
Kansas
$605K -$4.12K -18 -0.7%
LC
1416
LCNB Corp
Ohio
$605K -$5.72K -25 -0.9%
SS
1417
Sunbelt Securities
Texas
$604K +$120K +536 +25%
WP
1418
Westmount Partners
California
$603K +$173K +757 +40%
DGAM
1419
Desjardins Global Asset Management
Quebec, Canada
$603K +$603K +2,637 New
CFO
1420
CVA Family Office
Colorado
$600K -$34.3K -150 -5%
WF
1421
Wayfinding Financial
Washington
$597K +$76.3K +334 +15%
Jones Financial Companies
1422
Jones Financial Companies
Missouri
$595K -$31.6K -138 -5%
RFG
1423
Range Financial Group
Oregon
$595K -$458 -2 -0.1%
BWA
1424
Bordeaux Wealth Advisors
California
$594K +$19.5K +85 +3%
AFG
1425
Allegheny Financial Group
Pennsylvania
$594K +$229 +1 +0%
55 56
57
58 59